8/14/2025 | NewEdge Advisors LLC | 149,126 | $3.66M | 0.0% | +5.6% | 1.604% | |
8/13/2025 | StoneX Group Inc. | 22,504 | $552K | 0.0% | -20.5% | 0.242% | |
8/13/2025 | Flow Traders U.S. LLC | 12,418 | $305K | 0.0% | -24.7% | 0.134% | |
8/13/2025 | Invesco Ltd. | 290,279 | $7.12M | 0.0% | +7.1% | 3.121% | |
8/13/2025 | VestGen Advisors LLC | 33,942 | $832K | 0.0% | -11.3% | 0.365% | |
8/13/2025 | Denver Wealth Management Inc. | 37,939 | $931K | 0.4% | -25.7% | 0.408% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 117,878 | $2.89M | 0.0% | +8.9% | 1.268% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 24,396 | $599K | 0.4% | -27.7% | 0.262% | |
8/12/2025 | Farmers National Bank | 49,121 | $1.21M | 0.3% | -1.3% | 0.528% | |
8/12/2025 | Northeast Planning Associates INC. NH | 17,580 | $431K | 0.4% | -6.6% | 0.189% | |
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8/12/2025 | Reliant Wealth Planning | 83,356 | $2.05M | 0.8% | N/A | 0.896% | |
8/12/2025 | YANKCOM Partnership | 13,062 | $321K | 0.2% | -5.6% | 0.140% | |
8/11/2025 | PAX Financial Group LLC | 45,880 | $1.13M | 0.2% | -12.7% | 0.493% | |
8/8/2025 | Cetera Investment Advisers | 13,572 | $333K | 0.0% | +6.9% | 0.146% | |
8/8/2025 | PNC Financial Services Group Inc. | 67,026 | $1.65M | 0.0% | -56.8% | 0.721% | |
8/7/2025 | Addison Advisors LLC | 9,720 | $239K | 0.1% | -15.1% | 0.105% | |
8/6/2025 | Paulson Wealth Management Inc. | 41,218 | $1.01M | 0.3% | -7.8% | 0.443% | |
8/6/2025 | Savant Capital LLC | 47,563 | $1.17M | 0.0% | -22.2% | 0.511% | |
8/6/2025 | Atlantic Union Bankshares Corp | 180,338 | $4.43M | 0.1% | +11.0% | 1.939% | |
8/5/2025 | Fourth Dimension Wealth LLC | 26,314 | $646K | 0.3% | +12.1% | 0.283% | |
8/5/2025 | Key Financial Inc | 140,705 | $3.45M | 0.7% | +7.7% | 1.513% | |
8/5/2025 | Hills Bank & Trust Co | 93,899 | $2.30M | 0.1% | +12.5% | 1.010% | |
8/4/2025 | AlphaStar Capital Management LLC | 44,786 | $1.10M | 0.1% | +14.1% | 0.482% | |
8/1/2025 | Clark Asset Management LLC | 10,065 | $247K | 0.0% | N/A | 0.108% | |
8/1/2025 | Koss Olinger Consulting LLC | 29,864 | $733K | 0.1% | +187.4% | 0.321% | |
8/1/2025 | First Command Advisory Services Inc. | 45,374 | $1.11M | 0.0% | +11.7% | 0.488% | |
8/1/2025 | Envestnet Asset Management Inc. | 189,367 | $4.65M | 0.0% | -31.8% | 2.036% | |
7/31/2025 | Resonant Capital Advisors LLC | 60,261 | $1.48M | 0.1% | -3.1% | 0.648% | |
7/31/2025 | Carnegie Investment Counsel | 27,270 | $669K | 0.0% | -51.9% | 0.293% | |
7/30/2025 | Freedom Investment Management Inc. | 10,690 | $262K | 0.0% | -4.9% | 0.115% | |
7/29/2025 | Private Trust Co. NA | 14,425 | $354K | 0.0% | -65.1% | 0.155% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 31,633 | $773K | 0.2% | -23.1% | 0.340% | |
7/25/2025 | CWM LLC | 267,949 | $6.58M | 0.0% | -3.6% | 2.881% | |
7/25/2025 | Hobbs Group Advisors LLC | 15,569 | $382K | 0.1% | -53.5% | 0.167% | |
7/24/2025 | Leo Wealth LLC | 22,066 | $542K | 0.0% | N/A | 0.237% | |
7/22/2025 | Duncan Williams Asset Management LLC | 14,123 | $347K | 0.1% | N/A | 0.152% | |
7/22/2025 | Marietta Wealth Management LLC | 20,380 | $500K | 0.1% | N/A | 0.212% | |
7/22/2025 | Kickstand Ventures LLC. | 14,123 | $347K | 0.1% | -9.4% | 0.147% | |
7/21/2025 | Precedent Wealth Partners LLC | 77,108 | $1.89M | 0.5% | -7.7% | 0.803% | |
7/21/2025 | River Street Advisors LLC | 14,943 | $367K | 0.2% | -3.8% | 0.156% | |
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7/21/2025 | OLD Second National Bank of Aurora | 30,231 | $742K | 0.2% | -10.3% | 0.315% | |
7/15/2025 | Accurate Wealth Management LLC | 28,084 | $688K | 0.1% | N/A | 0.290% | |
7/15/2025 | CGN Advisors LLC | 42,830 | $1.05M | 0.1% | -34.9% | 0.442% | |
7/14/2025 | Sentinel Pension Advisors LLC | 33,869 | $831K | 0.1% | -8.4% | 0.349% | |
7/14/2025 | Masso Torrence Wealth Management Inc. | 11,075 | $272K | 0.1% | -55.8% | 0.114% | |
7/11/2025 | Farther Finance Advisors LLC | 2,369 | $58K | 0.0% | +136.9% | 0.024% | |
7/10/2025 | Sterling Financial Group Inc. | 17,228 | $423K | 0.1% | -3.9% | 0.178% | |
7/10/2025 | Voisard Asset Management Group Inc. | 19,686 | $483K | 0.1% | -39.6% | 0.203% | |
7/10/2025 | Focus Financial Network Inc. | 58,699 | $1.44M | 0.1% | -39.3% | 0.605% | |
7/9/2025 | Central Valley Advisors LLC | 175,492 | $4.31M | 1.5% | -1.4% | 1.809% | |
7/8/2025 | Webster Bank N. A. | 41,999 | $1.03M | 0.1% | -13.7% | 0.433% | |
7/1/2025 | Confluence Investment Management LLC | 106,632 | $2.62M | 0.0% | -3.1% | 1.077% | |
5/27/2025 | Jacobi Capital Management LLC | 9,427 | $231K | 0.0% | -10.8% | 0.095% | |
5/20/2025 | Focus Partners Wealth | 81,858 | $2.00M | 0.0% | +7.2% | 0.827% | |
5/20/2025 | Anchor Investment Management LLC | 3,000 | $73K | 0.0% | N/A | 0.030% | |
5/19/2025 | Jane Street Group LLC | 73,720 | $1.81M | 0.0% | +87.7% | 0.745% | |
5/16/2025 | Jones Financial Companies Lllp | 2,189 | $54K | 0.0% | -53.8% | 0.022% | |
5/16/2025 | NewEdge Advisors LLC | 141,207 | $3.46M | 0.0% | +23.1% | 1.426% | |
5/16/2025 | Integrated Wealth Concepts LLC | 192,227 | $4.71M | 0.1% | +0.8% | 1.942% | |
5/16/2025 | AQR Capital Management LLC | 40,621 | $994K | 0.0% | +52.8% | 0.410% | |
5/15/2025 | Royal Bank of Canada | 43,316 | $1.06M | 0.0% | -4.0% | 0.438% | |
5/15/2025 | MAI Capital Management | 2,537 | $62K | 0.0% | +60.5% | 0.026% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 33,732 | $826K | 0.6% | +26.4% | 0.341% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 108,290 | $2.65M | 0.0% | -1.2% | 1.094% | |
5/14/2025 | Hobbs Group Advisors LLC | 33,507 | $820K | 0.3% | -3.7% | 0.338% | |
5/14/2025 | Flow Traders U.S. LLC | 16,500 | $404K | 0.0% | N/A | 0.167% | |
5/13/2025 | Aptus Capital Advisors LLC | 86,756 | $2.12M | 0.0% | +1.4% | 0.876% | |
5/13/2025 | Elequin Capital LP | 31,356 | $768K | 0.1% | N/A | 0.317% | |
5/13/2025 | Raymond James Financial Inc. | 136,189 | $3.33M | 0.0% | -5.1% | 1.376% | |
5/13/2025 | HighTower Advisors LLC | 64,105 | $1.57M | 0.0% | +16.6% | 0.648% | |
5/12/2025 | Meridian Wealth Management LLC | 31,596 | $773K | 0.0% | -5.6% | 0.319% | |
5/12/2025 | Paulson Wealth Management Inc. | 44,712 | $1.10M | 0.3% | +2.7% | 0.452% | |
5/12/2025 | Invesco Ltd. | 271,101 | $6.64M | 0.0% | +12.2% | 2.738% | |
5/12/2025 | Koss Olinger Consulting LLC | 10,391 | $254K | 0.0% | N/A | 0.105% | |
5/9/2025 | Kickstand Ventures LLC. | 15,593 | $382K | 0.1% | +53.1% | 0.158% | |
5/8/2025 | MONECO Advisors LLC | 94,614 | $2.32M | 0.2% | +40.9% | 0.956% | |
5/8/2025 | Harbour Investments Inc. | 17,477 | $428K | 0.0% | +488.8% | 0.177% | |
5/7/2025 | LPL Financial LLC | 400,357 | $9.80M | 0.0% | +4.7% | 4.044% | |
5/6/2025 | Cetera Investment Advisers | 12,699 | $311K | 0.0% | -7.1% | 0.128% | |
5/6/2025 | Carnegie Investment Counsel | 56,720 | $1.39M | 0.0% | -11.4% | 0.573% | |
5/5/2025 | Atlantic Union Bankshares Corp | 162,464 | $3.98M | 0.2% | -33.6% | 1.641% | |
5/5/2025 | IFP Advisors Inc | 11,070 | $271K | 0.0% | -16.0% | 0.112% | |
5/5/2025 | OneAscent Financial Services LLC | 199,750 | $4.89M | 0.3% | +4.6% | 2.018% | |
5/5/2025 | Private Advisor Group LLC | 31,967 | $783K | 0.0% | -25.7% | 0.323% | |
5/5/2025 | Diversify Advisory Services LLC | 9,686 | $237K | 0.0% | -38.3% | 0.098% | |
5/2/2025 | Larson Financial Group LLC | 5,132 | $126K | 0.0% | N/A | 0.052% | |
5/2/2025 | PAX Financial Group LLC | 52,572 | $1.29M | 0.2% | +11.0% | 0.531% | |
5/2/2025 | First Command Advisory Services Inc. | 40,612 | $994K | 0.0% | +76.8% | 0.410% | |
5/2/2025 | Sigma Planning Corp | 9,965 | $244K | 0.0% | -7.9% | 0.101% | |
5/2/2025 | Signaturefd LLC | 11,417 | $279K | 0.0% | +27.2% | 0.115% | |
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5/1/2025 | Key Financial Inc | 130,700 | $3.20M | 0.7% | +2.6% | 1.320% | |
5/1/2025 | Asset Dedication LLC | 100,212 | $2.45M | 0.2% | -1.9% | 1.012% | |
5/1/2025 | CWM LLC | 277,967 | $6.81M | 0.0% | -1.0% | 2.808% | |
5/1/2025 | Stephens Inc. AR | 23,585 | $577K | 0.0% | -2.2% | 0.238% | |
4/30/2025 | Leavell Investment Management Inc. | 9,415 | $230K | 0.0% | -13.7% | 0.095% | |
4/30/2025 | AlphaStar Capital Management LLC | 39,256 | $961K | 0.1% | -18.2% | 0.397% | |
4/29/2025 | YANKCOM Partnership | 13,832 | $339K | 0.2% | -12.7% | 0.140% | |
4/29/2025 | Envestnet Asset Management Inc. | 277,574 | $6.80M | 0.0% | -10.5% | 2.804% | |
4/29/2025 | Wayfinding Financial LLC | 1,400 | $34K | 0.0% | N/A | 0.014% | |
4/29/2025 | OneDigital Investment Advisors LLC | 20,003 | $490K | 0.0% | -38.2% | 0.202% | |